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Total Clarity Wealth Management’s Occidental Petroleum OXY Stock Holding History

Total Clarity Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-175
Closed -$10K – 749
2022
Q2 		$10K Buy
+175
New +$10.7K 0.01% 672
2020
Q1 		– Sell
-58
Closed -$2K – 458
2019
Q4 		$2K Buy
+58
New +$2.32K ﹤0.01% 658

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Clarity Wealth Management's OXY Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Occidental Petroleum (OXY) in Q3 2022, closing a stake of 175 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in OXY in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold OXY as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Occidental Petroleum position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 175 Occidental Petroleum shares in Q3 2022, an estimated $10K.
  • Total Clarity Wealth Management first reported a position in Occidental Petroleum in Q4 2019 and held it in 2 quarters.
  • Total Clarity Wealth Management's Occidental Petroleum position peaked at $10K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Occidental Petroleum as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.